Business Development & Relationship Manager

Full Time

Company Name : Care Portfolio Managers Pvt. Ltd.

About Company : Account Management, Customer Relationship Management (CRM), Project Management, and Sales, Communication, Interpersonal Skills, Lead Generation, Marketing, Relationship Development, and Teamwork


Experience: Minimum 5 years in Sales of financial products with experience of managing HNIs

Education: Certified Financial Planner (CFP) - Mandatory

Key Responsibilities:

  • Generation of new business/leads
  • Development of distribution channel
  • Conversion of leads into clients
  • Conducting regular review calls with existing clients
  • Knowledge of PMS/AIF products

Salary Expectation : ₹ 15 – 18 Lakhs (Plus annual performance bonus)

Relevant candidates are requested to send their CVs to hiring manager. Email subject line should be : Applying for job position (Ref: FPSB India)

Hiring Manager Details:

[email protected]